November 2017: Portfolio Update.

A fall of -1.19% in the month v. the FTSE'S -2.22% as the market takes a breath.

Dividends from Aviva and Apple.

Merchant Adventurer's Index
			Forecast	1 month	YTD	83 mth
	Price	% holding	Div. yield	% gain	% gain	% gain
Aviva	511.00p	13.51%	4.13%	1.19%	-0.97%	41.24%
National Grid	885.00p	13.02%	5.06%	-2.32%	-14.75%	73.12%
BP	489.10p	11.11%	5.34%	-4.14%	-4.02%	15.58%
Apple **	$171.85	9.69%	0.99%	-0.05%	35.41%	249.31%
Lloyds	66.00p	27.36%	0.00%	-3.35%	2.79%	6.89%
Berkeley Group	3816.00p	11.34%	0.00%	2.00%	35.90%	62.68%
Imperial Brands	3064.50p	3.14%	4.58%	-0.20%	-13.49%	35.65%
BAT	4689.00p	3.25%	3.33%	-3.74%	1.46%	39.79%
Vodafone	224.30p	2.24%	5.25%	4.04%	12.23%	-11.10%
SSE	1369.00p	1.38%	6.69%	-0.94%	-11.85%	11.76%
Royal Dutch Shell	2388.50p	2.70%	0.94%	-1.36%	1.96%	-12.71%
Cash		1.26%	0.00%
		100.00%	2.39%
				1 month	YTD	83 mth
Virtual Portfolio gain (incl. Dividends)
- 1 month gain   2595.23	2505.61			-1.19%
- YTD gain         2248.97	2505.61				9.47%
- 83 month gain 1264.20	2505.61					98.20%
- 95 month gain 1000.00	2505.61					150.56%
Unit Price - £	2.50561	(Starting price - £1)
FTSE gain (excl. Dividends)
- 1 month gain   7493.10	7326.70			-2.22%
- YTD gain         7142.80	7326.70				2.57%
- 83 month gain 5971.01	7326.70					22.70%
- 95 month gain 5412.88	7326.70					35.36%
Transactions:
17/11/2017	Div	Aviva @ 8.4p per share
20/11/2017	Div	Apple @ 38.57p per share

October 2017: Portfolio Update

Very closely matched this month with my 1.68% v. the FTSE's 1.63%. I've also broken double figures and stand at 10.79% for the year. A year in which the FTSE is hitting new highs.

Again, October is a month with no transactions/dividends for me, which is becoming strangely familiar. 
But more significantly, no Lloyds purchases!

Merchant Adventurer's Index
			Forecast	1 month	YTD	82 mth
	Price	% holding	Div. yield	% gain	% gain	% gain
Aviva	505.00p	13.19%	4.18%	-1.85%	-2.13%	39.58%
National Grid	906.00p	13.17%	4.94%	-2.01%	-12.73%	77.23%
BP	510.20p	11.46%	5.12%	6.89%	0.12%	20.57%
Apple **	$169.04	9.58%	1.01%	10.60%	35.48%	249.48%
Lloyds	68.29p	27.97%	0.00%	0.83%	6.35%	10.60%
Berkeley Group	3741.00p	10.99%	0.00%	0.65%	33.23%	59.48%
Imperial Brands	3070.50p	3.11%	4.57%	-3.56%	-13.32%	35.92%
BAT	4871.00p	3.33%	3.21%	4.26%	5.40%	45.22%
Vodafone	215.60p	2.13%	5.46%	3.26%	7.88%	-14.55%
SSE	1382.00p	1.37%	6.63%	-1.07%	-11.01%	12.82%
Royal Dutch Shell	2421.50p	2.70%	0.92%	5.53%	3.37%	-11.51%
Cash		1.00%	0.00%
		100.00%	2.37%
				1 month	YTD	82 mth
Virtual Portfolio gain (incl. Dividends)
- 1 month gain   2547.94	2535.77			1.68%
- YTD gain         2248.97	2535.77				10.79%
- 82 month gain 1264.20	2535.77					100.58%
- 94 month gain 1000.00	2535.77					153.58%
Unit Price - £	2.53577	(Starting price - £1)
FTSE gain (excl. Dividends)
- 1 month gain   7372.80	7493.10			1.63%
- YTD gain         7142.80	7493.10				4.90%
- 82 month gain 5971.01	7493.10					25.49%
- 94 month gain 5412.88	7493.10					38.43%